Lumentum
LITE
486 hedge funds and large institutions have $6.5B invested in Lumentum in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 46 closing their positions.
193% more call options, than puts
Call options by funds: $304M | Put options by funds: $104M
133% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 46
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
25% more capital invested
Capital invested by funds: $5.19B → $6.5B (+$1.31B)
14% more funds holding
Funds holding: 427 → 486 (+59)
1% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 149
0.66% less ownership
Funds ownership: 91.41% → 90.75% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$104M |
| 2 |
AIM
Anatole Investment Management
Central,
Hong Kong
|
+$76.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.7M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$38.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$111M |
| 2 |
Neuberger Berman Group
New York
|
-$95M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$55.7M |
| 4 |
Holocene Advisors
New York
|
-$46.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$35.1M |
LITE Hedge Fund Activity: Q4 2020 in Review
486 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2020, worth a combined $6.5B — up 25% from $5.19B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new LITE positions and 46 closed out — a net gain of 61 holders — while 150 added to existing stakes and 149 trimmed.
The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Wellington Management Group, cutting an estimated $111M.
- 486 institutional investors held Lumentum (LITE) as of Q4 2020, up from 427 in Q3 2020.
- Funds reported $6.5B of Lumentum stock for Q4 2020, up 25% quarter-over-quarter.
- 107 funds opened new Lumentum positions in Q4 2020 and 46 closed out, a net change of +61 holders.
- The largest Lumentum buyer in Q4 2020 was Ameriprise, an estimated $104M added.
- The largest Lumentum seller in Q4 2020 was Wellington Management Group, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2020.